Realdolmen Education

Details

Introduction to Microsoft Dynamics 365

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

2 day(s)

Audience

End users (sales, presales, customer service people, ...), key users, Application and technology consultants, developers, solution architects.

Prerequisites

Before attending this course, students must have some basic experience using Windows applications and MS Office, and knowledge of basic sales and marketing roles in a business.

Objectives

Learn the possibilities of Microsoft Dynamics 365; How to navigate to interact with and find data; How to create, find and update records; What are customers, accounts and contacts; How to use the collaboration tools; How to visualize, analyze, import and export data; How to use basic things within the functional areas of D365.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

This course provides information on the basic concepts of Microsoft Dynamics CRM. It provides basic information about application navigation and working with Dynamics CRM records. We will set up accounts and contacts and show you the most important collaboration tools such as activities. We use those activities from out of the web client, but also from out of the Outlook full D365 client as well as from the lightweight CRM app for Outlook. We also give a brief summary of the most relevant analyzing tools such as searching records, views, charts, dashboards, reports, export to Excel, Power BI and goal management. We also delve into the basics of data management such as importing and exporting data, merge data and bulk edits and deletes. The course is also a part of the preparation for the exam MB2-717 (Microsoft Dynamics 365 for Sales Certification).

Contents

  • Microsoft Dynamics 365 overview
  • Interfaces and navigation
  • Working with Dynamics 365 records
  • Account and contact management
  • Collaboration and activity management
  • Managing and analyzing overall CRM success
  • Introduction to data management